Author: Christina Hapanowicz

How to Evaluate your Current Financial Advisor

November 14, 2019 | Christina Hapanowicz

Making wealth management work for you seems like the most natural part of wealth management in principle. After all, achieving your goals is supposed to be the goal of the entire process! Without the right partners, however, you may find it doesn't work at all or as well as you hoped.  So, how do you know if you have the right partners?...

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The Importance of Cash Flow Analysis and Planning, Part 2

October 22, 2019 | Christina Hapanowicz

Now that you know the fundamental basics of cash flow analysis, let's take a closer look at this component of your successful wealth management journey. Understanding your cash flow leads to better decision-making. So, once you have a thorough grasp of how and where your cash flows in and out, you can start the process of analysis and planning. We want...

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The Importance of Cash Flow Analysis and Planning, Part 1

October 17, 2019 | Christina Hapanowicz

Life certainly has a habit of throwing us all unexpected curveballs. While you can't plan for all of the events in life to come, you can take precautions with your finances to help safeguard what and who matters to you.  Analyzing your cash flow is an essential process that allows you to simultaneously gain a complete understanding of your current...

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Private Banking vs. Wealth Management: Key Differences

October 15, 2019 | Christina Hapanowicz

If you think that private banking and wealth management are pretty much the same thing, we’ll admit that they do look similar on the surface—and to confuse the two even further, several areas do overlap. While both services can help you build and manage your assets, they fulfill different requirements depending on your unique financial needs.  Private banking means that...

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